Sage CRM Essentials Perfect for: • Automating the sales process quickly and easily • Focusing on the most profitable sales opportunities • Getting the information you need in the office or on the move • Having a single shared view of every sale • Developing a deeper understanding of your sales performance Sage CRM Essentials gives you a single source of sales information in a simple to deploy and administer cloud-based solution. Automated workflow and pipeline management capabilities help you to progress sales opportunities, while ensuring that data is can be accessed by anyone that needs it. By helping to drive sales productivity it can help you to protect margins, reduce your cost of sale and customer attrition while also eliminating process bottlenecks. Fully cloud-based, Sage CRM Essentials delivers contact management and helps you manage your sales function, for a low and predictable monthly cost Sage CRM Essentials includes: • Contact Management • Opportunity Management • Sales Forecasting • Quotes & Orders • Lead Management • Interactive Dashboard • Reporting • Find / Advanced Find • Groups • Outlook Integration (Lite) • Mobile • Standard Customisations • Data Import • Essentials User Management Experience the difference Sage CRM can make to your business with our free 30 day, no obligation trial – visit www.sagecrm.com A cloud-based solution, Sage CRM Essentials helps manage your sales pipeline and co-ordinate calendars, while giving you instant and transparent access to the information you need. Get up and running immediately, accelerate your sales performance, and analyse, manage and collaborate on all your opportunities with Sage CRM Essentials. Sage CRM 3096 Lake Drive, Citywest Business Park, Dublin 24. Tel: 1890 88 25 22 Email: [email protected] www.sagecrm.com
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Sage CRM Essentials
Perfect for:
• Automatingthesalesprocessquicklyandeasily
• Focusingonthemostprofitablesalesopportunities
• Gettingtheinformationyouneedintheofficeoronthemove
• Havingasinglesharedviewofeverysale
• Developingadeeperunderstandingofyoursalesperformance
SageCRMEssentialsgivesyouasinglesourceofsalesinformationinasimpletodeployandadministercloud-basedsolution.Automatedworkflowandpipelinemanagementcapabilitieshelpyoutoprogresssalesopportunities,whileensuringthatdataiscanbeaccessedbyanyonethatneedsit.Byhelpingtodrivesalesproductivityitcanhelpyoutoprotectmargins,reduceyourcostofsaleandcustomerattritionwhilealsoeliminatingprocessbottlenecks.
Fully cloud-based, Sage CRM Essentials delivers contact management and helps you manage your sales function, for a low and predictable monthly cost
Sage CRM Essentials includes:
• ContactManagement
• OpportunityManagement
• SalesForecasting
• Quotes&Orders
• LeadManagement
• InteractiveDashboard
• Reporting
• Find/AdvancedFind
• Groups
• OutlookIntegration(Lite)
• Mobile
• StandardCustomisations
• DataImport
• EssentialsUserManagement
ExperiencethedifferenceSageCRMcanmaketoyourbusinesswithourfree30day,noobligationtrial–visit
www.sagecrm.com
A cloud-based solution, Sage CRM Essentials helps manage your sales pipeline and co-ordinate calendars, while giving you instant and transparent access to the information you need. Get up and running immediately, accelerate your sales performance, and analyse, manage and collaborate on all your opportunities with Sage CRM Essentials.
Sage CRM3096LakeDrive,CitywestBusinessPark,Dublin24.Tel:1890882522Email:[email protected]
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For Thailand, please contact Sage CRM representative: Sundae Solutions Co., Ltd. Tel: + 66 2634 8899 Email: [email protected] www.sundae.co.th
Sage CRM Editions
Functionality Essentials Professional
ContactManagement
ContactManagement(Companies,People,Address,Phonenumber,E-mailmanagement)
CalendarFeature
DocumentManagement
InteractiveDashboard
ExportreportsandliststoPDF
ExportreportsandliststoCSV
GroupManagement-Masstasks/document/massemail/export
AdvancedFind
SalesForceManagement
SalesOpportunities
OpportunityPipelineManagement
OpportunityTracking
SalesForecasting
QuotesandOrdersManagement
ProductManagement
LeadtoOpportunityConversion
WebtoLead *
Marketing & Customer Services
Marketing Automation
Campaign Management
Sage E-Marketing for Sage CRM* *
Mass Email Management
Outbound Call Handling
Customer Care
Case Management
Knowledge Base / Solution Management
User Management
User Administration
My User Preferences
My CRM to manage my information
Team CRM to manage my teams information
Preloaded themes to change the look and feel of the UI
Security
Field Level Security to control data access
Territory Management
Set up security profiles and security policies
Add, move, edit, merge, and rebalance territories
Functionality Essentials Professional
StandardCustomisations
CaptionTranslationtocustomisescreens
FieldManagement–Add/Edit/DeleteFields
ScreenManagement–EditScreensOnly
ListManagement–EditListsOnly
FieldlevelCustomContent/OnChangeScripts
ViewManagement
Notifications
Reports–Add/Edit/DeleteReports
AdvancedCustomisations
Escalation rules (*Pre-Configured Only)
Edit Escalation rules (*Pre-Configured Only)
Workflow Management
Add Client Side actions to workflows
Integrations
Real Time SData Feeds
Sage CRM Connector for Sage 50 (Pilot)
*
Add-Ons
Classic Outlook Integration (*Standard/Advanced Upgrade Only)
Lite Outlook Integration
Mobile Access
Developer Interfaces
SOAP web services API
Data Management
Data Upload from CSV
Product Management
Match Rules (Pre-Configured)
Company Name Cleanup (Pre-Configured)
Currency Configuration
Forecast Management
Download Database
Manage Relationship Types
Email & Documents
Standard spellchecking
*availablein2012,datestobeconfirmed
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